Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,180
+$32,028 QoQ
Shares Held
3,388
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 814 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names. CMS ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,180 | 3,388 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $227,152 | 2,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,271 | 2,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $189,522 | 2,587 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $56,443 | 972 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $19,456 | 317 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $19,505 | 308 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $79,817 | 1,351 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $68,880 | 1,129 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $77,989 | 1,270 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $45,530 | 775 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||